Our weekly newsletter provides a brief snapshot of issues we have been working on internally,
research topics we have been pursuing, or interesting articles or media that have come across our
desk and impacted our thinking.

Here are three things, first printed in 2015, that continue to shape our thinking: Dare to Be Great Howard Marks of Oaktree Capital is one of the great writers on the investment process. We enjoy reading each of his very popular memos. Early in 2014, […]